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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

Quarter ended Q3 2024 · Filed November 6, 2024 · Accession 0001021642-24-000005

Total Value
$11.2M
Positions
778
Other Managers
10
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT476,494$205,0351.88%
2MONOLITHIC POWER SYSTEMS INC609839105212,718$196,6581.80%
3NVIDIA CORPNVDA1,558,885$189,3111.74%
4AMAZON.COM INCAMZN884,402$164,7911.51%
5ALPHABET INC-CL AGOOG874,052$144,9621.33%
6ZOETIS INCZTS720,574$140,7861.29%
7INTERCONTINENTAL EXCHANGE INC45866F104814,418$130,8281.20%
8JP MORGAN CHASE & COVYLD609,016$128,4171.18%
9ON SEMICONDUCTOR CORPORATIONON1,681,770$122,1131.12%
10THE WALT DISNEY CO2546871061,162,938$111,8631.03%
11SAIA INCSAIA229,711$100,4430.92%
12SERVICENOW INCNOW109,881$98,2760.90%
13CORTEVA INCCTVA1,568,461$92,2100.85%
14INTUIT INCINTU148,075$91,9550.84%
15BERKSHIRE HATHAWAY INC CL BBRK-A199,201$91,6840.84%
16DANAHER CORP235851102329,253$91,5390.84%
17OREILLY AUTOMOTIVE INC67103H10778,486$90,3840.83%
18DOORDASH INC - ADASH572,781$81,7530.75%
19MICROSOFT CORPMSFT183,585$78,9970.72%
20AGNC Investment Corp00123Q1047,300,335$76,3620.70%
21COMFORT SYSTEMS USA INC199908104190,444$74,3400.68%
22NVIDIA CORPNVDA610,000$74,0780.68%
23EATON CORP PLCETN223,065$73,9330.68%
24ANTERO RESOURCES CORPAR2,579,005$73,8880.68%
25MONOLITHIC POWER SYSTEMS INC60983910577,975$72,0880.66%
26SHERWIN WILLIAMSSHW183,391$69,9950.64%
27ELEMENT SOLUTIONS INCESI2,449,559$66,5300.61%
28AMAZON.COM INCAMZN347,589$64,7660.59%
29TOPBUILD CORPBLD150,645$61,2840.56%
30ROYAL CARIBBEAN CRUISES LTDV7780T103340,690$60,4250.55%
31WESTERN ALLIANCE BANCORPWAL-PA697,225$60,3030.55%
32MONOLITHIC POWER SYSTEMS INC60983910564,137$59,2950.54%
33CUSHMAN & WAKEFIELD PLCCWK4,261,695$58,0870.53%
34BECTON DICKINSON & COBDX239,304$57,6960.53%
35KINSALE CAPITAL GROUP INC49714P108123,860$57,6660.53%
36MICROSOFT CORPMSFT131,980$56,7910.52%
37ALPHABET INC-CL AGOOG339,750$56,3480.52%
38ZOETIS INCZTS282,635$55,2210.51%
39COMERICA INC200340107902,010$54,0390.50%
40NVIDIA CORPNVDA439,167$53,3320.49%
41ISHARES RUSSELL 2000 VALUE INDEX FUND464287630307,630$51,3190.47%
42INTERCONTINENTAL EXCHANGE INC45866F104319,295$51,2920.47%
43MONOLITHIC POWER SYSTEMS INC60983910553,720$49,6640.46%
44JP MORGAN CHASE & COVYLD230,350$48,5720.45%
45KOSMOS ENERGY LTDKOS12,020,913$48,4440.44%
46AAON INCAAON434,875$46,8970.43%
47AMAZON.COM INCAMZN249,702$46,5270.43%
48FIRST AMERICAN FINL CORP31847R102701,381$46,2980.42%
49ZIONS BANCORP989701107967,720$45,6960.42%
50ON SEMICONDUCTOR CORPORATIONON609,505$44,2560.41%
51EASTGROUP PROPERTIES INC277276101235,365$43,9710.40%
52THE WALT DISNEY CO254687106455,415$43,8060.40%
53ELEMENT SOLUTIONS INCESI1,529,345$41,5370.38%
54ALPHABET INC-CL AGOOG247,864$41,1080.38%
55VULCAN MATERIALS CO929160109163,400$40,9200.38%
56WESTERN ALLIANCE BANCORPWAL-PA470,880$40,7260.37%
57ZOETIS INCZTS203,487$39,7570.36%
58INSTALLED BUILDING PRODUCTS45780R101160,816$39,6040.36%
59BEACON ROOFING SUPPLY INC073685109450,642$38,9490.36%
60STRIDE INCLRN451,555$38,5220.35%
61MARVELL TECHNOLOGY GROUP LTDMRVL531,775$38,3520.35%
62SERVICENOW INCNOW42,865$38,3380.35%
63SAIA INCSAIA87,245$38,1490.35%
64TYLER TECHNOLOGIES INCTYL65,220$38,0700.35%
65COMERICA INC200340107635,090$38,0480.35%
66VISTRA CORPVST319,970$37,9290.35%
67CUSHMAN & WAKEFIELD PLCCWK2,764,870$37,6850.35%
68CUSHMAN & WAKEFIELD PLCCWK2,738,695$37,3280.34%
69AXON ENTERPRISE INCAXON92,665$37,0290.34%
70INTERCONTINENTAL EXCHANGE INC45866F104229,929$36,9360.34%
71EXTRA SPACE STORAGEEXR204,040$36,7660.34%
72NASDAQ INCNDAQ503,510$36,7610.34%
73GLOBUS MEDICAL INC - AGMED512,717$36,6800.34%
74DANAHER CORP235851102130,870$36,3840.33%
75INTUIT INCINTU58,065$36,0580.33%
76ISHARES RUSSELL 2000 VALUE INDEX FUND464287630215,535$35,9560.33%
77ON SEMICONDUCTOR CORPORATIONON492,388$35,7520.33%
78GILDAN ACTIVEWEAR -AGIL755,640$35,5980.33%
79BERKSHIRE HATHAWAY INC CL BBRK-A77,285$35,5710.33%
80AXALTA COATING SYSTEMS LTDAXTA968,450$35,0480.32%
81JP MORGAN CHASE & COVYLD166,011$35,0050.32%
82OREILLY AUTOMOTIVE INC67103H10730,351$34,9520.32%
83CARNIVAL CORP CL ACUKPF1,875,060$34,6510.32%
84AGNC Investment Corp00123Q1043,302,900$34,5480.32%
85INSIGHT ENTERPRISES INCNSIT158,328$34,1020.31%
86CORTEVA INCCTVA574,900$33,7980.31%
87STAG INDUSTRIAL INC85254J102858,652$33,5650.31%
88CHAMPION HOMES INCSKY351,687$33,3580.31%
89AAON INCAAON307,175$33,1260.30%
90KIRBY CORPKEX270,267$33,0890.30%
91NATIONAL RETAIL PROPERTIES INCNNN679,675$32,9570.30%
92SELECTIVE INSURANCE GROUP816300107351,896$32,8320.30%
93AAON INCAAON304,300$32,8160.30%
94ZIONS BANCORP989701107688,665$32,5190.30%
95COCA-COLA BOTTLING CO CONSOLCOKE24,311$32,0030.29%
96MATERION CORPMTRN284,725$31,8490.29%
97THE WALT DISNEY CO254687106328,110$31,5610.29%
98FIRST AMERICAN FINL CORP31847R102477,260$31,5040.29%
99ARTISAN PARTNERS ASSET MGMT CL A04316A108719,656$31,1750.29%
100NVENT ELECTRIC PLCNVT441,795$31,0410.28%
101DOORDASH INC - ADASH216,930$30,9620.28%
102HEALTHEQUITY INCHQY377,593$30,9060.28%
103CADENCE BANK12740C103964,998$30,7350.28%
104WESTERN ALLIANCE BANCORPWAL-PA348,745$30,1630.28%
105PERFORMANCE FOOD GROUP COPFGC384,100$30,1020.28%
106GE VERNOVA INCGEV117,100$29,8580.27%
107RAMBUS INCRMBS706,687$29,8360.27%
108RUSH ENTERPRISES INC CL ARUSHB556,196$29,3840.27%
109COMERICA INC200340107490,205$29,3680.27%
110CENCORA INCCOR130,150$29,2940.27%
111ZIONS BANCORP989701107618,590$29,2100.27%
112COMFORT SYSTEMS USA INC19990810474,715$29,1650.27%
113JANUS INTERNATIONAL GROUP INJBI2,845,390$28,7670.26%
114ANTERO RESOURCES CORPAR1,002,139$28,7110.26%
115CELESTICA INCCLS560,380$28,6470.26%
116CDW CORP/DECDW126,430$28,6110.26%
117EATON CORP PLCETN86,290$28,6000.26%
118ALAMO GROUP INCALG158,453$28,5420.26%
119VALMONT INDUSTRIES92025310197,405$28,2430.26%
120PORTLAND GENERAL ELECTRIC CO736508847584,800$28,0120.26%
121ALLEGION PLCALLE191,905$27,9680.26%
122SERVICENOW INCNOW31,043$27,7650.25%
123SAIA INCSAIA63,461$27,7490.25%
124RED ROCK RESORTS INC-CLASS ARRR508,330$27,6730.25%
125MFA MORTGAGE INVESTMENTS INC55272X6072,133,517$27,1380.25%
126SHERWIN WILLIAMSSHW70,925$27,0700.25%
127PROSPERITY BANCSHARES INCPB373,780$26,9380.25%
128TOLL BROTHERS INCTOL173,045$26,7340.25%
129BEACON ROOFING SUPPLY INC073685109308,910$26,6990.24%
130CORTEVA INCCTVA448,132$26,3460.24%
131FABRINETFN111,071$26,2620.24%
132DANAHER CORP23585110294,273$26,2100.24%
133BEST BUY COMPANYBBY253,405$26,1770.24%
134TECHNIPFMC PLCFTI991,860$26,0160.24%
135INTUIT INCINTU41,845$25,9860.24%
136BERKSHIRE HATHAWAY INC CL BBRK-A56,335$25,9290.24%
137UNITED BANKSHARES INCUNTCW697,376$25,8730.24%
138ON SEMICONDUCTOR CORPORATIONON356,330$25,8730.24%
139OREILLY AUTOMOTIVE INC67103H10722,119$25,4720.23%
140DOORDASH INC - ADASH175,665$25,0730.23%
141INSTALLED BUILDING PRODUCTS45780R101101,040$24,8830.23%
142HERC HOLDINGS INCHRI154,590$24,6460.23%
143COTY INC-CL ACOTY2,620,532$24,6070.23%
144GILDAN ACTIVEWEAR -AGIL520,110$24,5020.22%
145STRIDE INCLRN286,955$24,4800.22%
146RANGE RESOURCES CORPRRC795,535$24,4710.22%
147MSCI INCMSCI41,945$24,4510.22%
148RXO INC-W/IRXO870,650$24,3780.22%
149APOLLO GLOBAL MANAGEMENT INC03769M106194,394$24,2820.22%
150CULLEN FROST BANKERS INCCFR-PB216,015$24,1630.22%
151VALVOLINE INCVVV575,730$24,0940.22%
152TRANSMEDICS GROUP INCTMDX153,395$24,0830.22%
153TOPBUILD CORPBLD58,270$23,7050.22%
154THE AZEK CO INC05478C105504,095$23,5920.22%
155GLOBUS MEDICAL INC - AGMED327,320$23,4160.21%
156KOSMOS ENERGY LTDKOS5,762,820$23,2240.21%
157FIRST CASH FINANCIAL SERVICES INCFCFS201,805$23,1670.21%
158HEALTHEQUITY INCHQY280,785$22,9820.21%
159BECTON DICKINSON & COBDX93,910$22,6420.21%
160BRUKER BIOSCIENCES CORPBRKRP325,510$22,4800.21%
161NATIONAL RETAIL PROPERTIES INCNNN460,725$22,3410.20%
162BUILDERS FIRSTSOURCE INCBLDR115,160$22,3250.20%
163KINSALE CAPITAL GROUP INC49714P10847,915$22,3080.20%
164AXALTA COATING SYSTEMS LTDAXTA614,135$22,2260.20%
165CACI INTERNATIONAL INC CL A12719030443,490$21,9430.20%
166ACADIA HEALTHCARE CO INCACHC344,440$21,8410.20%
167BWX TECHNOLOGIES INCBWXT200,880$21,8360.20%
168AUTOZONE INCAZO6,899$21,7320.20%
169INSIGHT ENTERPRISES INCNSIT100,010$21,5410.20%
170CADENCE BANK12740C103674,200$21,4730.20%
171MATERION CORPMTRN191,140$21,3810.20%
172ARTISAN PARTNERS ASSET MGMT CL A04316A108490,530$21,2500.19%
173KIRBY CORPKEX172,735$21,1480.19%
174CHAMPION HOMES INCSKY222,530$21,1070.19%
175COMFORT SYSTEMS USA INC19990810453,803$21,0020.19%
176STAG INDUSTRIAL INC85254J102535,420$20,9300.19%
177HUBBELL INC CL BHUBB48,820$20,9120.19%
178EATON CORP PLCETN62,998$20,8800.19%
179CHEMOURS CO/THECC1,024,641$20,8210.19%
180AMN HEALTHCARE SERVICES INC001744101491,060$20,8160.19%
181WARBY PARKER INC-CLASS AWRBY1,269,655$20,7330.19%
182ONTO INNOVATION INCONTO98,950$20,5380.19%
183ARES MANAGEMENT CORP - AARES-PB131,690$20,5230.19%
184SELECTIVE INSURANCE GROUP816300107219,540$20,4830.19%
185TFI INTERNATIONAL INC87241L109148,945$20,3890.19%
186AVANTOR INCAVTR784,595$20,2970.19%
187RUSH ENTERPRISES INC CL ARUSHB379,827$20,0660.18%
188PROSPERITY BANCSHARES INCPB278,345$20,0600.18%
189RED ROCK RESORTS INC-CLASS ARRR363,070$19,7660.18%
190SHERWIN WILLIAMSSHW51,734$19,7450.18%
191CELESTICA INCCLS384,000$19,6300.18%
192PORTLAND GENERAL ELECTRIC CO736508847406,935$19,4920.18%
193VALMONT INDUSTRIES92025310167,055$19,4430.18%
194EVERCORE PARTNERS INC-CL AEVR76,680$19,4260.18%
195UNITED BANKSHARES INCUNTCW518,840$19,2490.18%
196RAMBUS INCRMBS453,990$19,1670.18%
197MFA MORTGAGE INVESTMENTS INC55272X6071,476,620$18,7830.17%
198CIENA CORPCIEN304,281$18,7410.17%
199KOSMOS ENERGY LTDKOS4,648,183$18,7320.17%
200JANUS INTERNATIONAL GROUP INJBI1,832,610$18,5280.17%
201ELEMENT SOLUTIONS INCESI662,980$18,0070.17%
202CULLEN FROST BANKERS INCCFR-PB160,860$17,9940.17%
203GATX CORPGATX135,211$17,9090.16%
204BWX TECHNOLOGIES INCBWXT162,880$17,7050.16%
205ALAMO GROUP INCALG98,265$17,7000.16%
206DOORDASH INC - ADASH123,655$17,6490.16%
207KEMPER CORPKMPB285,455$17,4840.16%
208TOPBUILD CORPBLD42,539$17,3050.16%
209COTY INC-CL ACOTY1,821,735$17,1060.16%
210MICROSOFT CORPMSFT39,705$17,0850.16%
211AGNC Investment Corp00123Q1041,631,325$17,0640.16%
212SKECHERS USA INC830566105253,875$16,9890.16%
213RXO INC-W/IRXO600,615$16,8170.15%
214MOTOROLA SOLUTIONS INCMSI36,975$16,6250.15%
215TRANSMEDICS GROUP INCTMDX105,850$16,6180.15%
216BECTON DICKINSON & COBDX68,519$16,5200.15%
217FABRINETFN69,685$16,4760.15%
218ONTO INNOVATION INCONTO79,360$16,4720.15%
219SIGNET JEWELERS LTDSIG159,615$16,4630.15%
220VALVOLINE INCVVV392,890$16,4420.15%
221FIRST CASH FINANCIAL SERVICES INCFCFS141,895$16,2900.15%
222KINSALE CAPITAL GROUP INC49714P10834,950$16,2720.15%
223ACADIA HEALTHCARE CO INCACHC255,890$16,2260.15%
224NVIDIA CORPNVDA132,120$16,0450.15%
225KFORCE INCKFRC260,553$16,0110.15%
226ISHARES RUSSELL 2000 VALUE INDEX FUND46428763093,595$15,6140.14%
227AMN HEALTHCARE SERVICES INC001744101365,215$15,4810.14%
228KOSMOS ENERGY LTDKOS3,831,929$15,4430.14%
229JELD-WEN HOLDING INCJELD975,325$15,4200.14%
230WESTERN ALLIANCE BANCORPWAL-PA177,105$15,3180.14%
231MONOLITHIC POWER SYSTEMS INC60983910516,395$15,1570.14%
232AGILENT TECHNOLOGIES INCA100,310$14,8940.14%
233ONTO INNOVATION INCONTO69,885$14,5050.13%
234ROYAL CARIBBEAN CRUISES LTDV7780T10380,805$14,3320.13%
235MURPHY OIL USA INCMUR424,415$14,3200.13%
236REINSURANCE GRP OF AMERI-A75935160465,475$14,2650.13%
237COMERICA INC200340107237,255$14,2140.13%
238AMAZON.COM INCAMZN75,120$13,9970.13%
239MATADOR RESOURCES COMTDR283,010$13,9860.13%
240CHEMOURS CO/THECC684,365$13,9060.13%
241AMETEK INCAME80,975$13,9040.13%
242MICROSOFT CORPMSFT31,780$13,6750.13%
243FIRST AMERICAN FINL CORP31847R102206,835$13,6530.13%
244CENTENNIAL RESOURCE DEVELO-APR999,736$13,6060.12%
245CONSTELLIUM SECSTM827,650$13,4580.12%
246CUSHMAN & WAKEFIELD PLCCWK971,085$13,2360.12%
247CIENA CORPCIEN212,360$13,0790.12%
248NVIDIA CORPNVDA105,750$12,8420.12%
249WARBY PARKER INC-CLASS AWRBY769,980$12,5740.12%
250COCA-COLA BOTTLING CO CONSOLCOKE9,518$12,5290.11%
251GATX CORPGATX94,130$12,4680.11%
252XPO LOGISTICS INCXPO115,080$12,3720.11%
253ALPHABET INC-CL AGOOG74,545$12,3630.11%
254MONOLITHIC POWER SYSTEMS INC60983910513,120$12,1290.11%
255D.R. HORTON INC23331A10962,755$11,9720.11%
256ZOETIS INCZTS61,215$11,9600.11%
257EVERCORE PARTNERS INC-CL AEVR47,210$11,9600.11%
258ALLSTATE CORPALL-PJ62,560$11,8650.11%
259FLOWSERVE CORPFLS229,305$11,8530.11%
260ZIONS BANCORP989701107250,165$11,8130.11%
261AAON INCAAON109,375$11,7950.11%
262BEACON ROOFING SUPPLY INC073685109133,875$11,5710.11%
263SIGNET JEWELERS LTDSIG110,725$11,4200.10%
264PATTERSON-UTI ENERGY INCPTEN1,486,092$11,3690.10%
265IQIVA HOLDINGS INCIQV47,637$11,2890.10%
266AMAZON.COM INCAMZN60,130$11,2040.10%
267TYLER TECHNOLOGIES INCTYL19,105$11,1520.10%
268INTERCONTINENTAL EXCHANGE INC45866F10469,170$11,1110.10%
269ROYAL CARIBBEAN CRUISES LTDV7780T10361,440$10,8970.10%
270INSTALLED BUILDING PRODUCTS45780R10143,805$10,7880.10%
271LINCOLN ELECTRIC HOLDINGS53390010656,105$10,7730.10%
272JELD-WEN HOLDING INCJELD677,915$10,7180.10%
273KFORCE INCKFRC173,360$10,6530.10%
274GILDAN ACTIVEWEAR -AGIL225,400$10,6190.10%
275STRIDE INCLRN124,355$10,6090.10%
276CARNIVAL CORP CL ACUKPF569,845$10,5310.10%
277CRANE CO-W/ICR66,360$10,5030.10%
278EQUIFAX INCEFX35,480$10,4260.10%
279EASTGROUP PROPERTIES INC27727610155,555$10,3790.10%
280JP MORGAN CHASE & COVYLD48,805$10,2910.09%
281GLOBUS MEDICAL INC - AGMED141,850$10,1480.09%
282NVENT ELECTRIC PLCNVT142,232$9,9930.09%
283MURPHY OIL USA INCMUR295,385$9,9660.09%
284HEALTHEQUITY INCHQY121,720$9,9630.09%
285ALPHABET INC-CL AGOOG59,685$9,8990.09%
286MATADOR RESOURCES COMTDR197,105$9,7410.09%
287VULCAN MATERIALS CO92916010938,740$9,7020.09%
288NATIONAL RETAIL PROPERTIES INCNNN199,665$9,6820.09%
289AGNC Investment Corp00123Q104922,110$9,6450.09%
290AXALTA COATING SYSTEMS LTDAXTA266,230$9,6350.09%
291ZOETIS INCZTS49,000$9,5740.09%
292THE WALT DISNEY CO25468710698,710$9,4950.09%
293CENTENNIAL RESOURCE DEVELO-APR696,155$9,4750.09%
294ELEMENT SOLUTIONS INCESI344,925$9,3680.09%
295ON SEMICONDUCTOR CORPORATIONON128,800$9,3520.09%
296INSIGHT ENTERPRISES INCNSIT43,340$9,3350.09%
297CADENCE BANK12740C103292,265$9,3090.09%
298MATERION CORPMTRN82,860$9,2690.09%
299ARTISAN PARTNERS ASSET MGMT CL A04316A108212,580$9,2090.08%
300KIRBY CORPKEX74,670$9,1420.08%
301CHAMPION HOMES INCSKY96,190$9,1240.08%
302STAG INDUSTRIAL INC85254J102232,035$9,0700.08%
303MARVELL TECHNOLOGY GROUP LTDMRVL125,470$9,0490.08%
304BUILDERS FIRSTSOURCE INCBLDR46,640$9,0420.08%
305COCA-COLA BOTTLING CO CONSOLCOKE6,852$9,0200.08%
306VISTRA CORPVST75,792$8,9840.08%
307INTERCONTINENTAL EXCHANGE INC45866F10455,365$8,8940.08%
308SELECTIVE INSURANCE GROUP81630010795,145$8,8770.08%
309EXTRA SPACE STORAGEEXR49,010$8,8310.08%
310AXON ENTERPRISE INCAXON21,973$8,7800.08%
311NASDAQ INCNDAQ119,403$8,7180.08%
312RUSH ENTERPRISES INC CL ARUSHB164,705$8,7010.08%
313PROSPERITY BANCSHARES INCPB120,660$8,6960.08%
314RED ROCK RESORTS INC-CLASS ARRR157,340$8,5660.08%
315CELESTICA INCCLS166,415$8,5070.08%
316PORTLAND GENERAL ELECTRIC CO736508847176,355$8,4470.08%
317JP MORGAN CHASE & COVYLD39,975$8,4290.08%
318VALMONT INDUSTRIES92025310129,065$8,4270.08%
319TECHNIPFMC PLCFTI321,125$8,4230.08%
320SERVICENOW INCNOW9,340$8,3540.08%
321SAIA INCSAIA19,090$8,3470.08%
322UNITED BANKSHARES INCUNTCW224,850$8,3420.08%
323RAMBUS INCRMBS196,745$8,3070.08%
324NATIXIS VAUGHAN NELSON SELECT63875W208242,618$8,2380.08%
325AUTOZONE INCAZO2,591$8,1620.07%
326CACI INTERNATIONAL INC CL A12719030416,163$8,1550.07%
327MFA MORTGAGE INVESTMENTS INC55272X607639,925$8,1400.07%
328ISHARES RUSSELL 2000 VALUE INDEX FUND46428763048,695$8,1230.07%
329JANUS INTERNATIONAL GROUP INJBI794,685$8,0340.07%
330MICROSOFT CORPMSFT18,595$8,0010.07%
331WESTERN ALLIANCE BANCORPWAL-PA92,110$7,9670.07%
332CORTEVA INCCTVA134,815$7,9260.07%
333EASTGROUP PROPERTIES INC27727610142,225$7,8880.07%
334DANAHER CORP23585110228,360$7,8850.07%
335INTUIT INCINTU12,590$7,8180.07%
336BERKSHIRE HATHAWAY INC CL BBRK-A16,960$7,8060.07%
337CULLEN FROST BANKERS INCCFR-PB69,715$7,7980.07%
338MAXLINEAR INC-CLASS AMXL534,800$7,7440.07%
339SITEONE LANDSCAPE SUPPLY INCSITE50,935$7,6870.07%
340ALAMO GROUP INCALG42,610$7,6750.07%
341BWX TECHNOLOGIES INCBWXT70,600$7,6740.07%
342OREILLY AUTOMOTIVE INC67103H1076,654$7,6630.07%
343PATTERSON-UTI ENERGY INCPTEN1,000,785$7,6560.07%
344RANGE RESOURCES CORPRRC247,620$7,6170.07%
345THE WALT DISNEY CO25468710679,010$7,6000.07%
346NVIDIA CORPNVDA61,920$7,5200.07%
347LINCOLN ELECTRIC HOLDINGS53390010639,155$7,5190.07%
348ON SEMICONDUCTOR CORPORATIONON103,090$7,4850.07%
349COTY INC-CL ACOTY789,485$7,4130.07%
350COMERICA INC200340107123,430$7,3950.07%
351VULCAN MATERIALS CO92916010929,470$7,3800.07%
352VERTIV HOLDINGS COVRT74,070$7,3690.07%
353RXO INC-W/IRXO260,360$7,2900.07%
354TRANSMEDICS GROUP INCTMDX45,890$7,2050.07%
355FABRINETFN30,204$7,1410.07%
356PERFORMANCE FOOD GROUP COPFGC91,081$7,1380.07%
357VALVOLINE INCVVV170,310$7,1270.07%
358FIRST AMERICAN FINL CORP31847R102107,635$7,1050.07%
359MONOLITHIC POWER SYSTEMS INC6098391057,680$7,1000.07%
360FIRST CASH FINANCIAL SERVICES INCFCFS61,505$7,0610.06%
361GE VERNOVA INCGEV27,630$7,0450.06%
362ACADIA HEALTHCARE CO INCACHC110,900$7,0320.06%
363CENCORA INCCOR30,716$6,9140.06%
364CUSHMAN & WAKEFIELD PLCCWK505,215$6,8860.06%
365MARVELL TECHNOLOGY GROUP LTDMRVL95,415$6,8810.06%
366VISTRA CORPVST57,645$6,8330.06%
367TYLER TECHNOLOGIES INCTYL11,705$6,8320.06%
368CDW CORP/DECDW29,968$6,7820.06%
369AVERY DENNISON CORPAVY30,695$6,7760.06%
370AMN HEALTHCARE SERVICES INC001744101158,325$6,7110.06%
371SERVICENOW INCNOW7,475$6,6860.06%
372SAIA INCSAIA15,280$6,6810.06%
373AXON ENTERPRISE INCAXON16,710$6,6770.06%
374ALLEGION PLCALLE45,516$6,6340.06%
375EXTRA SPACE STORAGEEXR36,795$6,6300.06%
376NASDAQ INCNDAQ90,805$6,6300.06%
377DOORDASH INC - ADASH46,140$6,5860.06%
378AMAZON.COM INCAMZN35,204$6,5600.06%
379CORTEVA INCCTVA107,910$6,3440.06%
380COMFORT SYSTEMS USA INC19990810416,185$6,3180.06%
381DANAHER CORP23585110222,700$6,3110.06%
382TOLL BROTHERS INCTOL40,830$6,3080.06%
383EATON CORP PLCETN18,930$6,2740.06%
384INTUIT INCINTU10,075$6,2570.06%
385CARNIVAL CORP CL ACUKPF338,150$6,2490.06%
386BERKSHIRE HATHAWAY INC CL BBRK-A13,565$6,2430.06%
387BEST BUY COMPANYBBY59,815$6,1790.06%
388ZIONS BANCORP989701107130,190$6,1480.06%
389AAON INCAAON56,900$6,1360.06%
390OREILLY AUTOMOTIVE INC67103H1075,326$6,1330.06%
391ALPHABET INC-CL AGOOG36,591$6,0690.06%
392CHEMOURS CO/THECC296,570$6,0260.06%
393BEACON ROOFING SUPPLY INC07368510969,650$6,0200.06%
394SHERWIN WILLIAMSSHW15,565$5,9410.05%
395HERC HOLDINGS INCHRI36,675$5,8470.05%
396MSCI INCMSCI9,950$5,8000.05%
397APOLLO GLOBAL MANAGEMENT INC03769M10646,102$5,7590.05%
398ZOETIS INCZTS29,265$5,7180.05%
399CIENA CORPCIEN91,795$5,6540.05%
400INSTALLED BUILDING PRODUCTS45780R10122,785$5,6110.05%
401THE AZEK CO INC05478C105119,530$5,5940.05%
402NVENT ELECTRIC PLCNVT79,575$5,5910.05%
403ANTERO RESOURCES CORPAR194,950$5,5850.05%
404GILDAN ACTIVEWEAR -AGIL117,270$5,5250.05%
405STRIDE INCLRN64,720$5,5210.05%
406INTERCONTINENTAL EXCHANGE INC45866F10433,995$5,4610.05%
407WARBY PARKER INC-CLASS AWRBY333,775$5,4510.05%
408PERFORMANCE FOOD GROUP COPFGC69,270$5,4290.05%
409GATX CORPGATX40,800$5,4040.05%
410MAXLINEAR INC-CLASS AMXL372,640$5,3960.05%
411GE VERNOVA INCGEV21,010$5,3570.05%
412BRUKER BIOSCIENCES CORPBRKRP77,090$5,3240.05%
413GLOBUS MEDICAL INC - AGMED73,800$5,2800.05%
414DOORDASH INC - ADASH36,930$5,2710.05%
415CENCORA INCCOR23,350$5,2560.05%
416TOPBUILD CORPBLD12,795$5,2050.05%
417EVERCORE PARTNERS INC-CL AEVR20,465$5,1850.05%
418HEALTHEQUITY INCHQY63,325$5,1830.05%
419JP MORGAN CHASE & COVYLD24,520$5,1700.05%
420CDW CORP/DECDW22,800$5,1600.05%
421TFI INTERNATIONAL INC87241L10937,000$5,0650.05%
422COMFORT SYSTEMS USA INC19990810412,955$5,0570.05%
423ALLEGION PLCALLE34,610$5,0440.05%
424NATIONAL RETAIL PROPERTIES INCNNN103,910$5,0390.05%
425EATON CORP PLCETN15,170$5,0280.05%
426AGNC Investment Corp00123Q104479,870$5,0190.05%
427AXALTA COATING SYSTEMS LTDAXTA138,505$5,0120.05%
428ONTO INNOVATION INCONTO24,095$5,0010.05%
429BECTON DICKINSON & COBDX20,605$4,9680.05%
430HUBBELL INC CL BHUBB11,580$4,9600.05%
431SIGNET JEWELERS LTDSIG48,000$4,9510.05%
432KINSALE CAPITAL GROUP INC49714P10810,515$4,8950.04%
433ARES MANAGEMENT CORP - AARES-PB31,238$4,8680.04%
434INSIGHT ENTERPRISES INCNSIT22,545$4,8560.04%
435CADENCE BANK12740C103152,055$4,8430.04%
436MATERION CORPMTRN43,110$4,8220.04%
437TOLL BROTHERS INCTOL31,050$4,7970.04%
438ARTISAN PARTNERS ASSET MGMT CL A04316A108110,630$4,7920.04%
439AVANTOR INCAVTR185,151$4,7900.04%
440ANTERO RESOURCES CORPAR166,150$4,7600.04%
441KIRBY CORPKEX38,850$4,7560.04%
442SHERWIN WILLIAMSSHW12,455$4,7540.04%
443CHAMPION HOMES INCSKY50,045$4,7470.04%
444EQUIFAX INCEFX16,100$4,7310.04%
445STAG INDUSTRIAL INC85254J102120,755$4,7200.04%
446BEST BUY COMPANYBBY45,485$4,6990.04%
447THE WALT DISNEY CO25468710648,485$4,6640.04%
448TECHNIPFMC PLCFTI177,180$4,6470.04%
449JELD-WEN HOLDING INCJELD293,770$4,6450.04%
450SELECTIVE INSURANCE GROUP81630010749,510$4,6190.04%
451KFORCE INCKFRC75,105$4,6150.04%
452ON SEMICONDUCTOR CORPORATIONON63,325$4,5980.04%
453RUSH ENTERPRISES INC CL ARUSHB85,665$4,5260.04%
454PROSPERITY BANCSHARES INCPB62,780$4,5250.04%
455RED ROCK RESORTS INC-CLASS ARRR81,885$4,4580.04%
456HERC HOLDINGS INCHRI27,885$4,4460.04%
457CELESTICA INCCLS86,580$4,4260.04%
458RANGE RESOURCES CORPRRC143,470$4,4130.04%
459MSCI INCMSCI7,565$4,4100.04%
460PORTLAND GENERAL ELECTRIC CO73650884791,755$4,3950.04%
461VALMONT INDUSTRIES92025310115,120$4,3840.04%
462APOLLO GLOBAL MANAGEMENT INC03769M10635,057$4,3790.04%
463UNITED BANKSHARES INCUNTCW117,015$4,3410.04%
464RAMBUS INCRMBS102,365$4,3220.04%
465MURPHY OIL USA INCMUR128,040$4,3200.04%
466NU HOLDINGS LTD/CAYMAN ISL-ANU312,975$4,2720.04%
467THE AZEK CO INC05478C10590,910$4,2550.04%
468MFA MORTGAGE INVESTMENTS INC55272X607333,025$4,2360.04%
469MATADOR RESOURCES COMTDR85,420$4,2210.04%
470JANUS INTERNATIONAL GROUP INJBI413,310$4,1790.04%
471ABBVIE INCABBV21,135$4,1740.04%
472TOPBUILD CORPBLD10,245$4,1680.04%
473KEMPER CORPKMPB67,630$4,1420.04%
474CENTENNIAL RESOURCE DEVELO-APR301,850$4,1080.04%
475SAIA INCSAIA9,365$4,0950.04%
476SERVICENOW INCNOW4,560$4,0780.04%
477CULLEN FROST BANKERS INCCFR-PB36,270$4,0570.04%
478BRUKER BIOSCIENCES CORPBRKRP58,620$4,0480.04%
479SKECHERS USA INC83056610560,210$4,0290.04%
480BWX TECHNOLOGIES INCBWXT36,730$3,9930.04%
481ALAMO GROUP INCALG22,160$3,9920.04%
482BUILDERS FIRSTSOURCE INCBLDR20,570$3,9880.04%
483BECTON DICKINSON & COBDX16,500$3,9780.04%
484CACI INTERNATIONAL INC CL A1271903047,855$3,9630.04%
485MOTOROLA SOLUTIONS INCMSI8,780$3,9480.04%
486AUTOZONE INCAZO1,244$3,9190.04%
487KINSALE CAPITAL GROUP INC49714P1088,415$3,9180.04%
488CORTEVA INCCTVA66,265$3,8960.04%
489DANAHER CORP23585110213,930$3,8730.04%
490COTY INC-CL ACOTY410,850$3,8580.04%
491INTUIT INCINTU6,180$3,8380.04%
492BERKSHIRE HATHAWAY INC CL BBRK-A8,325$3,8320.04%
493ANTERO RESOURCES CORPAR132,990$3,8100.03%
494RXO INC-W/IRXO135,455$3,7930.03%
495HUBBELL INC CL BHUBB8,805$3,7720.03%
496OREILLY AUTOMOTIVE INC67103H1073,270$3,7660.03%
497TRANSMEDICS GROUP INCTMDX23,875$3,7480.03%
498FABRINETFN15,715$3,7160.03%
499IBMINTR16,800$3,7140.03%
500VALVOLINE INCVVV88,605$3,7080.03%